See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,862 | $58,512+58.7% | $84,015+10.5% | $72,985+27.2% |
| Participation rate | 63.0% | 61.2%+1.7pp | 69.0%-6.0pp | 69.5%-6.5pp |
| Annual return | 19.39% | 28.93%-9.5pp | 71.31%-51.9pp | 81.00%-61.6pp |
| Employer contribution / active EE | $403 | $1,163-65.4% | $1,983-79.7% | $2,440-83.5% |
| Participant deferral / active EE | $3,604 | $2,394+50.6% | $3,239+11.3% | $3,607-0.1% |
| Admin fee / account holder | $10,499 | $4,569+129.8% | $6,101+72.1% | $5,124+104.9% |